In the modern workplace, seamless communication and a single source of truth are critical for project success. This "Team Up for Success: Microsoft Teams for Project Collaboration Training Course" is specifically designed to transform how you and your team work together. It will guide you in harnessing the full power of Microsoft Teams to centralize all project-related activities—from conversations and file sharing to task management and reporting—into one dynamic, collaborative hub. By mastering Teams, you can eliminate fragmented communication, reduce email clutter, and ensure every team member is aligned and working efficiently towards shared project goals.

Over this intensive 10-day training, you will gain hands-on experience in setting up project teams, managing channels, integrating essential apps, and running effective virtual meetings. This course goes beyond the basics to teach you how to create a structured and organized environment that supports your project methodology. By the end of this course, you will be a proficient user of Teams for project collaboration, equipped to lead your team with greater transparency, efficiency, and a unified sense of purpose, ensuring your projects are delivered on time and on budget.

Duration: 10 days

Target Audience:

• Project Managers
• Program Managers
• Project Coordinators
• Team Leads
• Scrum Masters
• Operations Managers
• Business Analysts
• IT Professionals
• Product Managers
• Freelancers

Objectives:

• Understand the core features of Microsoft Teams for project collaboration
• Create and manage effective project teams and channels
• Integrate essential project management apps within Teams
• Leverage Teams for streamlined file sharing and document management
• Conduct efficient and productive virtual meetings
• Use Teams to centralize project communication and reduce email
• Automate basic project tasks and notifications within Teams
• Understand security and governance within a project team
• Apply best practices for team adoption and change management
• Utilize Teams for reporting and stakeholder communication

Course Modules:

Module 1: Teams Fundamentals

• What is Microsoft Teams and its purpose
• Key components: Teams, Channels, Tabs, Apps
• The difference between a public and private channel
• Navigating the Teams interface
• Best practices for naming your Teams

Module 2: Setting up a Project Team

• Creating a new team for your project
• Adding members and managing permissions
• Structuring your channels for project phases
• The importance of a team welcome message
• Setting up a project-specific team from a template

Module 3: Communication & Chat

• The difference between channel conversations and private chats
• How to use @mentions effectively
• The importance of threaded conversations
• Using reactions and rich text formatting
• Best practices for reducing email clutter

Module 4: File Sharing & Collaboration

• Storing project files in the Files tab
• The importance of version history
• Co-authoring documents in real time
• The difference between SharePoint and Teams files
• Sharing files with external partners

Module 5: Project Tabs & Apps

• Adding a Planner or Microsoft Project tab
• Integrating a SharePoint list or document library
• The role of a wiki or OneNote tab
• Connecting external apps like Trello or Asana
• Customizing your project workspace

Module 6: Virtual Meetings

• Scheduling a project meeting in Teams
• Using the meeting lobby and controlling participants
• The importance of screen sharing and whiteboards
• Recording and sharing meeting transcripts
• Best practices for running a productive meeting

Module 7: Task Management with Planner

• Creating and managing tasks in Planner
• The importance of task assignment and due dates
• Using buckets and labels to organize your work
• Viewing progress in the Charts and Schedule view
• Integrating Planner into your project workflow

Module 8: Advanced Communication

• Creating an announcement or a project update
• The importance of a communication plan
• Using Teams for stakeholder communication
• The role of live events and webinars
• Best practices for presenting in a large group

Module 9: Integrations with the Power Platform

• An introduction to Power Automate
• Creating a simple workflow to post a message
• The importance of a triggered workflow
• Using Power BI to create a dashboard tab
• The benefits of a connected ecosystem

Module 10: Agile Project Management

• How to support a daily stand-up in Teams
• The importance of a sprint backlog channel
• Using a Trello or Jira integration
• The role of a kanban board
• The benefits of an agile mindset

Module 11: Team Security & Governance

• The importance of a governance plan
• Managing team owners and members
• The role of guest access
• Setting up moderation and permissions
• Best practices for securing your data

Module 12: External Collaboration

• The importance of a guest access policy
• Communicating with clients and vendors
• The benefits of a shared channel
• Best practices for working with external users
• The future of external collaboration

Module 13: Project Reporting

• Creating an automated status report
• The importance of a central dashboard
• The role of a Power BI report tab
• The benefits of real-time data
• Best practices for reporting to stakeholders

Module 14: Change Management & Adoption

• The importance of a clear communication plan
• How to introduce Teams to your team
• The role of training and support
• The benefits of a phased rollout
• The importance of a champion

Module 15: Teams and Microsoft Project

• The benefits of the Microsoft Project integration
• The importance of a synchronized schedule
• The role of a master project plan
• The benefits of a connected workflow
• The future of the Project integration

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 10 working days before commencement of the training.